Flaherty & Crumrine Dynamic Preferred and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.22 M | $25.32 M | -4.95% | 5.93% |
| COHEN & STEERS, INC. | 02/13/2026 | 461.49 K | $9.59 M | 0.00% | 2.25% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 445.33 K | $9.26 M | 24.27% | 2.17% |
| INVESCO LTD. | 02/19/2026 | 308.92 K | $6.42 M | -4.89% | 1.50% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 301.25 K | $6.26 M | -15.59% | 1.47% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 279.23 K | $5.81 M | -8.60% | 1.36% |
| LPL FINANCIAL LLC | 02/11/2026 | 196.02 K | $4.08 M | -11.61% | 0.95% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 158.32 K | $3.29 M | 29.75% | 0.77% |
| COLONY GROUP, LLC | 02/13/2026 | 148.59 K | $3.09 M | 100.00% | 0.72% |
| MORGAN STANLEY | 02/13/2026 | 129.17 K | $2.69 M | -1.20% | 0.63% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 107.02 K | $2.22 M | 34.61% | 0.52% |
| FIERA CAPITAL CORP | 02/11/2026 | 101.60 K | $2.11 M | 88.39% | 0.49% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 96.88 K | $2.01 M | -4.12% | 0.47% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 94.85 K | $1.97 M | -1.29% | 0.46% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 94.06 K | $1.96 M | 4.75% | 0.46% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 87.70 K | $1.82 M | -6.33% | 0.43% |
| REVISOR WEALTH MANAGEMENT LLC | 01/27/2026 | 62.08 K | $1.33 M | -2.42% | 0.30% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 57.01 K | $1.19 M | -17.90% | 0.28% |
| 1776 WEALTH LLC | 02/11/2026 | 52.13 K | $1.08 M | -1.15% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 48.57 K | $1.01 M | 8.72% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 48.33 K | $1.00 M | -3.63% | 0.24% |
| SEAMOUNT FINANCIAL GROUP INC | 01/26/2026 | 47.08 K | $978.80 K | 0.01% | 0.23% |
| 02/11/2026 | 45.01 K | $935.82 K | 100.00% | 0.22% | |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 42.83 K | $890.50 K | -6.22% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 40.64 K | $844.93 K | -43.73% | 0.20% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 39.25 K | $815.97 K | 3.89% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 38.86 K | $807.95 K | 1.27% | 0.19% |
| ROYAL BANK OF CANADA | 02/17/2026 | 38.26 K | $795.00 K | 12.89% | 0.19% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 37.15 K | $772.34 K | -5.96% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 36.93 K | $767.71 K | 8.52% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 35.44 K | $737.00 K | 6.11% | 0.17% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 34.40 K | $715.00 K | 10.54% | 0.17% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 33.34 K | $693.08 K | -3.96% | 0.16% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 30.22 K | $628.35 K | -0.08% | 0.15% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 28.98 K | $42.91 K | 100.00% | 0.14% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 25.69 K | $534.10 K | 100.00% | 0.13% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 23.28 K | $483.97 K | 9.65% | 0.11% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 22.78 K | $473.51 K | 0.65% | 0.11% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 21.93 K | $457.20 K | -13.93% | 0.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 21.49 K | $446.76 K | -6.91% | 0.10% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 20.50 K | $426.20 K | 0.00% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 19.47 K | $404.74 K | -0.78% | 0.09% |
| MATHES COMPANY, INC. | 02/09/2026 | 18.00 K | $374.00 K | 16.13% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 17.85 K | $371.00 K | 171.49% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 15.58 K | $324.00 K | 0.00% | 0.08% |
| CERITY PARTNERS LLC | 02/11/2026 | 14.30 K | $297.30 K | 0.00% | 0.07% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 13.99 K | $290.75 K | 0.28% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 12.70 K | $264.00 K | -0.78% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 12.27 K | $255.09 K | -2.07% | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 11.50 K | $239.09 K | 0.00% | 0.06% |
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Flaherty & Crumrine Dynamic Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. The most heavily invested institutionals were:
Whipplewood Advisors, LLC: 94,779
Cambridge Investment Research Advisors, Inc.: 90,714
Revisor Wealth Management LLC: 61,021
COMMONWEALTH EQUITY SERVICES, LLC: 51,046
SEAMOUNT FINANCIAL GROUP INC: 44,992
ENVESTNET ASSET MANAGEMENT INC: 42,586
26.59% of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.89 M shares in the last 24 months. This purchase volume represents approximately $143.49 M in transactions.